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Hello - Our Firm implemented CCH Work Flow just this past Fall, and this is our first tax season with the new software. Our Firm prepares financial statements as well, and this has become a little cumbersome when assigning and moving tasks if the client ...

We are a small firm of about 25 employees looking into a firm provided Employee Assistance Program for mental wellness. Our insurance provider has an EAP option, however it is very costly and after a workshop with a local counselor, they offered us a ...

Hi Julie, We run credit checks on all employees from intern up to Partners, including operations. As others have also mentioned, we do this post offer, alongside our background check to stay compliant. Similar to Nick Magone, we too have rescinded ...